See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,826 | $56,053-41.4% | $75,972-56.8% | $80,856-59.4% |
| Participation rate | 89.2% | 62.0%+27.2pp | 69.1%+20.1pp | 67.6%+21.6pp |
| Annual return | 0.18% | 20.53%-20.4pp | 359.55%-359.4pp | 35.59%-35.4pp |
| Employer contribution / active EE | $2,225 | $1,874+18.7% | $2,685-17.1% | $2,755-19.2% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,448 | $5,234-72.3% | $6,467-77.6% | $6,918-79.1% |